Longzi shares may be liquidated by shareholders, deep ploughing medical beauty stock price rose 6 times in half a year

Original title: Longzi shares may be liquidated by shareholders, deep ploughing medical beauty stock price rose 6 times in half a year

Summary

[Langzi shares may be cleared by shareholders and deep ploughing medical beauty stock price increased 6 times in half a year]On the evening of June 4, the company issued an announcement that natural person Shen Bingyun intends to reduce his holdings by no more than 19,876,900 shares through centralized bidding and block transactions, accounting for the total share capital Of 4.49%. Shen Bingyun is the father of the company’s actual controllers Dongri and Shen Jinhua. He is a promoter shareholder. Up to now, his shareholding ratio is 4.49%. If Dingge implements a shareholding reduction plan in the future, his shares will be liquidated. Since November last year, Longzi shares have been on the verge of “medical beauty”, and the stock price has soared all the way, rising 6 times in half a year, and has closed at 63.65 yuan per share so far, with the latest market value of 28.2 billion yuan. If calculated according to the latest closing price, Shen Bingyundingge’s reduction of holdings will exceed 1.2 billion yuan. (E company)

Increased 6 times in half a year,Longzi shares(002612) Or sponsoredshareholderClearance and reduction of holdings.

In the evening of June 4, the company announcedannouncement, The natural person Shen Bingyun intends to pass centralized bidding andbig dealMethod, the reduction of holdings shall not exceed 19,976,900 shares, accounting for 4.49% of the total share capital. Shen Bingyun is the father of the company’s actual controllers Dongri and Shen Jinhua. He is a promoter shareholder. Up to now, his shareholding ratio is 4.49%. If Dingge implements a shareholding reduction plan in the future, his shares will be liquidated.

Since November last year,Longzi sharesStanding on the cusp of “medical beauty”, the stock price has soared all the way, rising 6 times in half a year, and so far closed at 63.65 yuan per share, with the latest market value of 28.2 billion yuan. If calculated according to the latest closing price, Shen Bingyundingge’s reduction of holdings will exceed 1.2 billion yuan.

It is worth mentioning that in the announcement of share reduction, the company specifically emphasized that Shen Bingyun’s shareholding reduction was due to the needs of living arrangements and asset planning. He himself is firmly optimistic about the company’s future prospects and the development of the medical aesthetics business.

　　Or liquidation and reduction

　　Longzi sharesIt is a typical family business, which has been firmly controlled by the Shen family since its establishment.

Up to now, the brothers and sisters of Shen Dongri and Shen Jinhua hold 210 million shares and 298891 million shares of the company respectively, holding 47.82% and 6.76% of the shares, and the cumulative total is 54.58%. The two are the actual controllers of the company. At the same time, Shen Bingyun, as the father of the two, also holds 4.49% of the company’s shares, forming a concerted relationship with him. Since listing in 2011, Shen Dongri has served as the company’s chairman, Shen Jinhua as the general manager, and Shen Bingyun has not served as a director or supervisor.

Calculated according to the latest closing price, if Shen Bingyun implements a top-level reduction, he will liquidate his shares and cash out more than 1.2 billion yuan.

Regarding Shen Bingyun’s plan to liquidate and reduce his shares, the company deliberately explained that Shen Bingyun is already at a high age and this reduction is due to the needs of his living arrangements and asset planning.Although not working in the company, Shen Bingyun firmly seesGood futureDevelopment prospects, especially full confidence in the development of medical beauty business. Statistics show that Shen Bingyun was born in 1942 and is currently 79 years old.

Shen Bingyun’s last reduction in holdings can be traced back to a large transaction in July 2016. The reduction ratio was 2.3%, and the shareholding ratio fell below 5% in one fell swoop. This is also the only time it has reduced its holdings since its listing.

In fact, after the Shen family’s first share ban was lifted in 2014, although they have reduced their holdings, the frequency of holdings is not high. According to incomplete statistics, in the past 7 years, Shen Dongri, Shen Jinhua, and Shen Bingyun have reduced their shareholdings by more than 28 million shares, accounting for about 9.5% of the total share capital, and the amount of their holdings reduced by 560 million yuan per month.

In 2014 and 2017, Shen Dongri transferred 9.33 million shares and 6.9 million shares to the employee stock ownership plan through block transactions, accounting for 4.665% and 1.725% of the total share capital at that time, and the amount of holdings was reduced by nearly 300 million yuan in 2016; In July of 2017 and January of 2017, Shen Bingyun and Shen Jinhua reduced their holdings by 9.2 million shares and 3.0647 million shares respectively, accounting for 2.3% and 0.766% of the total share capital at the time due to personal financial needs. The cumulative amount of reduction in their holdings reached 260 million yuan.

　　Deeply plowing the medical beauty track

As the first listed company of high-end women’s clothing in China, Langzi has been committed to the design, production and sales of branded women’s clothing since its establishment. After experiencing a decline in the main apparel industry in 2014 and 2015, the company officially entered the medical beauty industry in 2016 by controlling Milan Baiyu medical beauty and crystal skin medical beauty chain institutions, and is committed to creating the second growth pole of profits.

Since November 2020, the concept of medical aesthetics has continued to be popular, and the stock price of Langzi shares has continued to rise, rising 6 times in half a year, and the latest market value has reached 28.2 billion yuan.

As of the end of the first quarter of 2021, Langzi has 20 medical aesthetic institutions, including 4 medical aesthetic hospitals and 16 medical aesthetic clinics or outpatient institutions, mainly located in Chengdu, Xi’an, Chongqing, Shenzhen, Changsha, Baoji In areas such as Xianyang and Xianyang, there are currently three domestic medical beauty brands in operation, namely “Milan Baiyu”, “Jing Skin Medical Beauty” and “High Life”.

In 2020, the income from the medical beauty business of Lanzi Co., Ltd. reached 812 million yuan, accounting for 28.25% of the total revenue, a year-on-year increase of 29.25%, making it the only profitable business segment in its main business. In the first quarter of 2021, the segment achieved revenue of 259 million yuan, accounting forOperating income29%, a substantial increase of 92.03% year-on-year, far exceeding the growth rate of other sectors. Among them, Milan Baiyu’s income increased by 73.25%, the income of crystal skin medical beauty increased by 181%, and the income of high life increased by 96%.

Since 2020, the company has continued to accelerate the layout of the medical aesthetics track, completed the acquisition of all the remaining minority shares of its 6 medical aesthetics institutions, and realized wholly-owned holdings; as of the end of April 2021, the company has established two medical aestheticsM&AfundIt has basically completed the transfer of the controlling rights of the target medical beauty institution, and coordinated the M&A fund to complete the transfer of the management power of the target medical beauty institution and the establishment of a standardized and standardized business operation system.

In the traditional women’s clothing and baby-child brand sectors, the company passedOnline and offlineAccelerate the promotion of digital marketing strategies by integrating business methods. In the first quarter of 2021, the women’s clothing and baby-child businesses achieved revenues of 409 million yuan and 223 million yuan, respectively, representing a year-on-year increase of 41.91% and 36.9%. The impact of the epidemic on the company’s apparel business operations is gradually fading.

(Article source: e company)

(Editor in charge: DF062)